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ICICI Securities Report
In Q2 FY25, quick-commerce should again emerge as the growth leader, followed by food delivery. Investors are likely to focus on any change in guidance from Zomato/Blinkit and on ‘District' scale-up strategy.
Info Edge published robust billing growth numbers. Investors shall also focus on visibility of growth in recruitment and profitability improvement in other businesses.
Continued insourcing ramp up by Meesho and front-loading of festive expenses may keep Delhivery's margin under pressure. Sequential improvement in net additions and sustained margin improvement YoY should benefit IndiaMart.
Robust BPC growth is a positive for Nykaa – investors may focus on slowing growth in fashion. Any clarity on Justdial plans to return excess funds to shareholders would be a trigger for the stock.
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